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| Provider | Service type | Compensation |
|---|---|---|
Service code 52 · EIN 13-5674085 | Indirect Investment Fees | $42,246 |
ADP BROKER-DEALER3+ years Filed as: ADP, LLC Service code 15 · EIN 13-3036745 | Recordkeeping | $1,347 |
ADP BROKER-DEALER3+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Service code 37 · EIN 36-3429599 | Loan Processing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,979 | $51,466+119.5% | $78,778+43.4% | $62,293+81.4% |
| Participation rate | 57.1% | 59.8%-2.6pp | 69.2%-12.0pp | 69.5%-12.4pp |
| Annual return | 18.76% | 19.96%-1.2pp | 35.62%-16.9pp | 28.90%-10.1pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,424 | $2,147+59.4% | $2,958+15.7% | $3,169+8.0% |
| Admin fee / account holder | $12 | $489-97.5% | $5,134-99.8% | $479-97.4% |